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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,639 | $104,251+94.4% | $91,004+122.7% | $147,585+37.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.28% | 27.06%-17.8pp | 4.60%+4.7pp | 578.57%-569.3pp |
| Employer contribution / active EE | $7,609 | $3,116+144.2% | $2,456+209.8% | $4,876+56.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,656 | $8,948-81.5% | $5,417-69.4% | $10,885-84.8% |